PGIM India Midcap Opportunities Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4260 Cr | ₹11581 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2018 | 02 Dec 2013 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 82% |
| Expense Ratio | 1.88 | 1.7 |
| Manager | Abhinav Khandelwal | Puneet Pal |
| ISIN Code | INF174V01473 | INF663L01DZ4 |
| Exits Load | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.62% | -3.28% |
| 6 Month | 1.4% | -1.83% |
| 1 Year | -3.09% | -4.01% |
| 3 Year | 22.84% | 12.18% |
| 5 Year | 23.58% | 18.87% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.61% | -2.21% |
| 1 Year | 11.06% | 7.21% |
| 3 Year | 16.96% | 11.12% |
| 5 Year | 19.26% | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.46% | 11.34% |
| 3 Year | 24.06% | 14.86% |
| 5 Year | 25.8% | 18.53% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.37% | 13.75% |
| Sharp | 1.04% | 0.49% |
| Beta | 0.96% | 0.80% |
| Alpha | 0.62% | -6.02% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Puneet Pal |
| Total AUM | ₹5522 Cr | ₹20950 Cr |
| Funds Managed | 5 | 19 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.04 | 9.54 |
| Mid Cap | 67 | 64.99 |
| Small Cap | 11.16 | 11.53 |
| Large Cap | 6.79 | 13.94 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.56 | 4.15 |
| Industrials | 19.51 | 18.66 |
| Financial Services | 25.82 | 22.46 |
| Healthcare | 12.65 | 12.42 |
| Technology | 6.6 | 7.96 |
| Basic Materials | 7.65 | 9.94 |
| Consumer Defensive | 4.65 | 2.32 |
| Utilities | 2.73 | 0.96 |
| Communication Services | 3.05 | 2.93 |
| Consumer Cyclical | 11.94 | 15.22 |
| Energy | 1.21 | - |
| Real Estate | 1.62 | 2.97 |
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